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GoalFusion Wealth Management, LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalFusion Wealth Management, LLC on XLV, newest first. How the timeline and the estimate are built.

GoalFusion Wealth Management, LLC held 0 XLV shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -36,568 shares

    13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 36,568 shares
    Change vs previous 13F +2,145 shares

    2.53% of the 13F portfolio, value $4,929,001.

    13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 34,423 shares
    Change vs previous 13F +19 shares

    2.75% of the 13F portfolio, value $5,026,102.

    13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 34,404 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $4,732,958.

    13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).